Gsb Wealth Management, LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $387 Million distributed in 234 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $20.2M, Wisdomtree Floating Rate Treas with a value of $14.4M, Schwab Strategic Tr Intl Eqty with a value of $13M, Apple Inc. with a value of $10.9M, and Wisdomtree Yield Enhanced U.S. with a value of $7.91M.

Examining the 13F form we can see an increase of $23.4M in the current position value, from $363M to 387M.

Below you can find more details about Gsb Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $387 Million
ETFs: $197 Million
Technology: $43 Million
Healthcare: $29.5 Million
Industrials: $29.2 Million
Consumer Cyclical: $23 Million
Financial Services: $21.6 Million
Consumer Defensive: $21.5 Million
Communication Services: $8.96 Million
Other: $12.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 234
  • Current Value $387 Million
  • Prior Value $363 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 25 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 106 stocks
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